Enterprise financial document integrated digital management system based on artificial intelligence

By designing an integrated digital management system for enterprise finance files based on artificial intelligence that includes data scanning, text update, storage management and intelligent pick-up and placement functions, the problem that existing systems cannot automatically process paper documents is solved, and efficient document processing and extended storage time limit are achieved.

CN119600630AInactive Publication Date: 2025-03-11HANGZHOU KUNQIAN TECHNOLOGY CO LTD

Patent Information

Application Number
CN202411759573.2
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-03
Publication Date
2025-03-11
Estimated Expiration
Not applicable · inactive patent

AI Technical Summary

Technical Problem

The existing integrated digital management system for enterprise finance files based on artificial intelligence cannot automatically process paper documents, resulting in inefficiency and paper documents are easily damaged during storage, affecting viewing.

Method used

A digital management system for enterprise finance files based on artificial intelligence is designed, including a digital management platform, data scanning device, text update unit, storage management unit, intelligent pick-up unit and permission allocation unit. The system scans paper documents into digital format through a data scanning device, and uses the camera to detect the integrity of the documents, automatically updates and organizes documents, and finally automatically stores and manages them through the intelligent pick-up and placement unit.

Benefits of technology

It realizes automated processing of paper documents, improves work efficiency, and extends the storage time limit of paper documents, avoiding the problems of document damage and storage difficulties.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention provides an enterprise financial document integrated digital management system based on artificial intelligence, belongs to the technical field of digital management, and solves the technical problems that an existing management system cannot automatically process paper documents and the like. The enterprise financial document integrated digital management system based on artificial intelligence comprises a digital management platform, and the digital management platform is in communication connection with an information input unit, a text updating unit, a storage management unit, an intelligent pick-and-place unit, a document version control module and an authority distribution unit. The information input unit comprises a data scanning device and a first camera, and is used for collecting enterprise financial data and archive information, scanning a paper material code, converting the paper material code into a digital format, and storing and managing the paper material code; the text updating unit comprises a printing mechanism and a binding mechanism and is used for printing, updating and replacing damaged paper of the paper document. The method has the advantages that the paper documents are automatically processed, the working efficiency is improved, and the storage time limit of the paper documents is prolonged.
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Description

Technical Field

[0001] The present invention belongs to the field of digital management technology, and relates to a digital management system, in particular to an enterprise financial and archive integrated digital management system based on artificial intelligence. Background Art

[0002] With the rapid development of social economy, the development environment of all walks of life has undergone significant changes, market competition has become increasingly fierce, and the management challenges faced by enterprises are constantly increasing, especially in financial management and archives management, which require more efficient and accurate management methods to cope with. The rapid development of digital technologies such as big data, cloud computing, and artificial intelligence has provided strong technical support for the digital transformation of enterprises. These technologies can greatly enhance data processing capabilities, optimize management processes, reduce operating costs, and improve the overall competitiveness of enterprises.

[0003] After searching, it is found that Chinese patent documents disclose an integrated digital management system for enterprise finance and archives based on artificial intelligence [Application number: 202411328693.7; Publication number: CN 118863814 A]. This management system includes a digital management platform, which is connected to a data acquisition and entry module, a data preprocessing module, a financial data analysis module, a risk management module, a report generation module, and a document version control module, wherein the modules are connected by electrical signals. This integrated digital management system for enterprise finance and archives based on artificial intelligence uses artificial intelligence to conduct in-depth analysis of financial data, predict and identify potential financial risks, and examine the financial health of the enterprise from different angles by constructing a debt repayment capacity assessment index, an operating turnover assessment index, and a profit and return assessment index. It also introduces a financial risk prediction coefficient, so that the enterprise can comprehensively consider multiple financial indicators and make more accurate predictions of risk trends, effectively reducing financial risks.

[0004] Although the management system disclosed in the patent uses artificial intelligence to conduct in-depth analysis of financial data, predict and identify potential financial risks, the system cannot automatically process paper documents after scanning them. They still need to be manually sorted and stored separately. In addition, some existing paper documents will be partially damaged during use. Currently, they are directly stored and cannot be processed. After being stored for a period of time, paper documents are easily damaged and cannot be viewed. Summary of the invention

[0005] The purpose of the present invention is to address the above-mentioned problems in the existing technology and to propose an integrated digital management system for enterprise finances and archives based on artificial intelligence. The technical problem to be solved by the present invention is: how to realize the automated processing of paper documents, improve work efficiency, and increase the storage time limit of paper documents.

[0006] The purpose of the present invention can be achieved by the following technical solutions: An integrated digital management system for enterprise finance and archives based on artificial intelligence, comprising a digital management platform and a desktop, wherein the digital management platform is communicatively connected with an information input unit, a text update unit, a storage management unit, an intelligent access unit, a document version control module, and a permission allocation unit; The information entry unit includes a data scanning device and a first camera, which are used to collect corporate financial data and archival information, scan and convert paper materials into digital format, and store and manage them; The text updating unit includes a printing mechanism and a binding mechanism, which are used to print, update and replace damaged paper sheets of paper documents, and to sort and bind them; The storage management unit includes a storage cabinet for storing and managing paper documents; The intelligent pick-and-place unit includes a pick-and-place machine, which is used to transfer the documents sorted and bound by the text update unit to the storage management unit for storage, and is used to automatically search and pick up the documents when searching for documents later; The authority allocation unit is used to classify the storage of documents and allocate authority to the classified documents according to the level of personnel; Document version control module, used to track and manage different versions of financial data and archival information, and record modification history information; The table body is provided with an intelligent control terminal, the digital management platform is arranged in the intelligent control terminal, the printing mechanism, the data scanning device and the binding mechanism are all placed on the table body, the binding mechanism comprises a base, a vertical plate is fixed symmetrically on the upper front part of the base, a horizontal plate is fixed between the two vertical plates, a plurality of first electric telescopic rods are fixed on the horizontal plate, a mounting frame is fixed on the lower end of the first electric telescopic rod, two groups of rotating rollers are rotatably connected inside the mounting frame, each group of rotating rollers is provided with a conveyor belt, a rotating motor for driving the rotating rollers is fixed on the mounting frame, a plurality of mounting frames are fixed on the outer periphery of the conveyor belt, a rolling roller is rotatably connected to the mounting frame, a heating rod is arranged in the rolling roller, and the rotation directions of the two groups of rotating rollers are opposite, a second electric telescopic rod is fixed on the horizontal plate, a binding machine is fixed on the lower end of the second electric telescopic rod, a conveyor plate is slidably connected to the base, a loading mechanism is arranged on the rear side of the base, and sorting components are arranged on the opposite sides of the two vertical plates.

[0007] The working principle of the present invention is: when working, a paper document is placed in a data scanning mechanism for scanning, the scanned data is sent to a digital management platform, and at the same time, a first camera is used to photograph the paper integrity of the paper document, and the digital management platform is used to analyze it. If it is found that the paper document has been damaged or other problems that are not conducive to storage occur, the printing mechanism of the text update unit is controlled to reprint the document. After the scanning is completed, the updated paper documents are placed on the conveying plate one by one, and the first electric telescopic rod is used to drive the installation frame to descend, and the heating rod and the rotating rod are turned on at the same time. The motor causes the rolling roller to roll on the paper document to level the paper document. Since the two sets of rotating rollers rotate in opposite directions, not only can the rolling and leveling effect be improved, but also the paper document can be prevented from moving during the rolling process, thereby reducing the difficulty of the work. At the same time, the sorting unit is used to sort the documents to make the documents neat. After all documents of the same batch are sorted, the conveyor plate is used to send the paper documents to the bottom of the binding machine, which is bound by the binding machine, and then sent to the loading mechanism for boxing. After the boxing is completed, the pick-and-place machine is used to send the document box to the storage cabinet for storage.

[0008] A support plate is fixed in the installation frame, the support plate is located at the inner periphery of the conveyor belt, and reinforcing plates are fixed on the upper and lower surfaces of the support plate, and the two reinforcing plates respectively contact the upper and lower sides of the inner periphery of the conveyor belt.

[0009] By adopting the above mechanism, when the rolling roller rolls the paper document, the support plate and the reinforcement plate can be used to support the conveyor belt, so that the conveyor belt will not be deformed when the rolling roller is under pressure. This not only protects the conveyor belt, but also ensures the effect of rolling the paper document.

[0010] The bottom plate is provided with a slide groove, the conveying plate is slidably connected to the slide groove, the upper surface of the conveying plate is flush with the upper surface of the bottom plate, a first motor is fixed in the slide groove, a first threaded rod is fixed to the output end of the first motor, the first threaded rod is threadedly connected to the conveying plate, a groove is provided on the upper side of one end of the first conveying plate close to the loading mechanism, and a lower pushing assembly is arranged in the groove.

[0011] The loading mechanism includes a shell, an inkjet printer is fixed on the inner rear side of the shell, pushing grooves are opened on the inner front and rear sides of the shell, a second motor is fixed inside the pushing groove, a second threaded rod is fixed to the output shaft end of the second motor, a pushing block is threadedly connected to the second threaded rod, a second electric telescopic rod is fixed to the pushing block, an L-shaped pushing plate is fixed to the second electric telescopic rod, a fixing seat is fixed to the right end of the shell, and an upper pushing assembly is arranged on the lower side of the fixing seat.

[0012] With the above structure, after the document binding is completed, the first motor rotates to drive the first threaded rod to rotate, so that the conveying plate sends the document to the entrance of the shell, and at the same time sends the document box from the rear end of the shell, and then the document box is pushed to the right through the cooperation of the second electric telescopic rod and the second motor. After being pushed to the specified position, the document is sent into the document box by using the lower pushing assembly and the upper pushing assembly to complete the document boxing operation. After the boxing is completed, according to the type of document, the inkjet printer is used to perform inkjet printing on the document box, which is convenient for later retrieval and search, and the whole process has a high degree of automation.

[0013] The upper pushing assembly and the lower pushing assembly have the same structure. The lower pushing assembly includes a third electric telescopic rod, which is fixedly connected to the groove. A pushing cover is fixed on the third electric telescopic rod. A plurality of pushing rollers are rotatably connected to the pushing cover. Two pushing motors are fixed on the pushing cover. The output shaft ends of the two pushing motors are respectively fixedly connected to the pushing rollers located at the left and right ends.

[0014] With the above structure, after the document moves to the entrance of the shell, the third electric telescopic rod drives the pushing cover to move, so that the upper and lower sides of the end of the document are lifted and squeezed by the pushing roller, thereby reducing the thickness of the end of the document, and then the pushing motor is turned on, and the pushing roller rotates, so that the document moves into the document box. The setting of this structure can reduce the difficulty of feeding the document into the document box, and the paper placed at the end of the document is scattered and difficult to enter the document box.

[0015] The organizing component has a fourth electric telescopic rod, and the telescopic end of the fourth electric telescopic rod is fixed with a mounting seat, a sliding cavity is opened on the outer side of the mounting seat, a organizing plate is slidably connected in the sliding cavity, a sliding rod is fixed on the organizing plate, the sliding rod is slidably connected to the mounting seat, a spring is fixed between the organizing plate and the mounting seat, first electromagnetic plates are installed on opposite sides of the organizing plate and the mounting seat, and an inclined guide plate is fixed on the upper side of the organizing plate.

[0016] With the above structure, when working, according to the width of the paper, the fourth electric telescopic rod drives the mounting seat and the sorting plate to move, so that the two sorting plates are slowly fitted with the two sides of the paper document, and at the same time, the first electromagnetic plate is turned on to make the sorting plate produce a small vibration. Through the vibration and pushing of the sorting plate, the sides of the document are made neat and the sorting effect is good, which is convenient for subsequent binding operations. The timing of sorting can be adjusted according to the degree of rolling, and the rolling effect can be improved by cooperating with the rolling roller. The setting of the inclined guide plate can make the mounting frame and the inclined guide plate cooperate when the rolling roller descends, so that the sorting plate avoids the rolling roller to prevent the rolling operation from being affected.

[0017] The front left and right sides of the storage cabinet are fixed with vertical slide rails, the front side of the storage cabinet is fixed with a plurality of horizontal slide rails, the lower end of the pick-and-place machine is fixed with a second electric wheel, the pick-and-place machine is provided with a first walking mechanism cooperating with the vertical slide rails, the pick-and-place machine is provided with a second walking mechanism cooperating with the horizontal slide rails, the pick-and-place machine is provided with a moving groove on the upper and lower sides, the inside of the moving groove is fixed with a third motor, the output shaft end of the third motor is fixed with a third threaded rod, the third threaded rod is fixed with a moving seat, the moving seat is fixed with a moving plate, the moving plate is fixed with a fifth electric telescopic rod, the fifth electric telescopic rod is fixed with a pick-and-place plate, the pick-and-place plate is fixed with a second electromagnetic plate, the pick-and-place plate is embedded with a second camera, the storage cabinet is plugged with a plurality of document boxes, the document box includes a closing plate and a storage frame, the closing plate is fixedly connected to the storage frame, an observation window is fixed in the middle of the closing plate, and a plurality of third electromagnetic plates and sealing rings are fixed on the right side of the closing plate.

[0018] With the above structure, after the document is loaded into the document box, the document box is sent to the pick-and-place machine and adsorbed and fixed by the second electromagnetic plate. After the pick-and-place machine moves to the storage cabinet according to the allocation of the digital management platform, it uses the first walking mechanism to move to the corresponding height on the vertical slide rail, and then moves horizontally on the storage cabinet through the second walking mechanism. When the pick-and-place machine moves to the storage port specified by the storage cabinet, the pick-and-place plate is driven to move outward by the fifth electric telescopic rod, so that the document box enters the storage cabinet, and the third electromagnetic plate is opened at the same time, so that the document box and the storage cabinet are stably connected to ensure the safety of document storage. When it is necessary to take out the corresponding document, the first walking mechanism and the second walking mechanism can be used to move to the specified position of the storage cabinet, and the second camera can be used to check the inkjet code on the document box, and then the document box can be taken out and sent to the corresponding position through the cooperation of the third motor and the second electromagnetic plate. The setting of this structure improves the convenience of document picking and placing, and the storage cabinet will not be restricted by height, thereby improving the scope of application.

[0019] The first walking mechanism includes a driving seat, a fifth motor is fixed inside the driving seat, a first bidirectional screw is fixed to the output shaft end of the fifth motor, two second clamping plates are threadedly connected to the first bidirectional screw, a third electric wheel is arranged on the second clamping plate, a fourth electromagnetic plate is fixed to the vertical slide rail, the second walking mechanism includes a driving groove provided on the pick-and-place machine, a fourth motor is fixed in the driving groove, a second bidirectional screw is fixed to the output shaft end of the fourth motor, the first clamping plate is threadedly connected to the second bidirectional screw, a sixth electric telescopic rod is fixed to the end of the first clamping plate, a wheel plate is fixed to the telescopic end of the sixth electric telescopic rod, and the first electric wheel is fixed to the opposite surface of the wheel plate.

[0020] With the above structure, after the third electric wheel enters the vertical slide rail, the second clamping plate fits with the fourth electromagnetic plate, so that the fourth electromagnetic plate magnetically attracts the second clamping plate, and at the same time, the fifth motor drives the two second clamping plates to move in the opposite direction, so that the third electric wheel is in close contact with the vertical slide rail, which can greatly ensure the stability of the pick-and-place machine during movement. When horizontal movement is required, the first electric wheel is moved to the upper and lower sides of the horizontal slide rail through the sixth electric telescopic rod, and then the first clamping plates are driven close to each other by the fourth motor, so that the first electric wheel clamps the horizontal slide rail, thereby performing stable movement.

[0021] The information entry unit enters data in the following ways: using a data scanning device to scan paper archives and financial documents to generate image files, and using OCR technology to convert the scanned image files into editable text files; directly importing existing electronic document data from databases, emails, and ERP systems; and directly extracting and organizing chat records from chat software.

[0022] When the digital management platform classifies and organizes documents, it adds metadata to the digitized documents, marking the document type, creation date and author. If obvious errors are found in the document, it will be automatically corrected and checked with the corresponding author. After storage, the data will be backed up regularly and a data recovery mechanism will be established.

[0023] Compared with the existing technology, this enterprise financial and file integrated digital management system based on artificial intelligence has the following advantages: 1. During operation, a paper document is placed in the data scanning mechanism for scanning, and the scanned data is sent to the digital management platform. At the same time, the first camera is used to photograph the paper integrity of the paper document, and the digital management platform is used to analyze it. If it is found that the paper document has been damaged or has other problems that are not conducive to storage, the printing mechanism of the text update unit is controlled to reprint the document. After the scanning is completed, the updated paper documents are placed on the conveying plate one by one, and the first electric telescopic rod is used to drive the installation frame to descend, and the heating rod and the rotating motor are turned on at the same time. The rolling roller rolls on the paper document to level the paper document. Since the two sets of rotating rollers rotate in opposite directions, not only can the rolling and leveling effect be improved, but also the paper document can be prevented from moving during the rolling process, thereby reducing the difficulty of the work. At the same time, the sorting unit is used to sort the documents to make the documents neat. After all documents of the same batch are sorted, the conveyor plate is used to send the paper documents to the bottom of the binding machine, which is bound by the binding machine, and then sent to the loading mechanism for boxing. After the boxing is completed, the pick-and-place machine is used to send the document box to the storage cabinet for storage.

[0024] 2. When the rolling roller rolls the paper document, the support plate and the reinforcement plate can be used to support the conveyor belt, so that the conveyor belt will not be deformed when the rolling roller is under pressure. This not only protects the conveyor belt, but also ensures the effect of rolling the paper document.

[0025] 3. After the document is bound, the first motor rotates to drive the first threaded rod to rotate, so that the conveying plate sends the document to the entrance of the shell, and at the same time sends the document box from the rear end of the shell, and then the second electric telescopic rod and the second motor cooperate to push the document box to the right. After pushing it to the specified position, the lower pushing assembly and the upper pushing assembly are used to send the document into the document box to complete the document boxing operation. After the boxing is completed, according to the type of document, the inkjet printer is used to perform inkjet printing on the document box to facilitate the later retrieval and search, and the whole process has a high degree of automation.

[0026] 4. After the document is moved to the entrance of the shell, the push cover is driven to move by the third electric telescopic rod, so that the upper and lower sides of the end of the document are lifted and squeezed by the push roller, thereby reducing the thickness of the end of the document, and then the push motor is turned on, and the push roller rotates to move the document into the document box. The setting of this structure can reduce the difficulty of feeding the document into the document box, and the paper placed at the end of the document is scattered and difficult to enter the document box.

[0027] 5. During operation, according to the width of the paper, the fourth electric telescopic rod drives the mounting seat and the sorting plate to move, so that the two sorting plates are slowly fitted to the two sides of the paper document, and at the same time, the first electromagnetic plate is turned on to make the sorting plate vibrate slightly. Through the vibration and pushing of the sorting plate, the sides of the document are made neat, the sorting effect is good, and the subsequent binding operation is convenient. The timing of sorting can be adjusted according to the degree of rolling, and the rolling effect can be improved by cooperating with the rolling roller. The setting of the inclined guide plate can make the mounting frame and the inclined guide plate cooperate when the rolling roller descends, so that the sorting plate avoids the rolling roller to prevent the rolling operation from being affected. BRIEF DESCRIPTION OF THE DRAWINGS

[0028] Figure 1 It is a working principle diagram of the present invention.

[0029] Figure 2 It is a structural schematic diagram of the present invention.

[0030] Figure 3 It is a structural schematic diagram of the binding mechanism in the present invention.

[0031] Figure 4 It is a structural schematic diagram of the L-shaped pushing plate in the present invention.

[0032] Figure 5 It is a schematic diagram of the internal structure of the installation frame in the present invention.

[0033] Figure 6 yes Figure 3 A partial enlarged view of point A in the middle.

[0034] Figure 7 It is a structural schematic diagram of the arranging mechanism in the present invention.

[0035] Figure 8 It is a structural schematic diagram of the pick-and-place machine in the present invention.

[0036] Fig. 9 It is a structural schematic diagram of the first walking mechanism in the present invention.

[0037] Fig.10 It is a structural schematic diagram of the document box in the present invention.

[0038] In the figure, 1, storage cabinet; 2, table body; 3, intelligent control terminal; 4, printing mechanism; 5, data scanning device; 6, binding mechanism; 7, bottom plate; 8, vertical plate; 9, horizontal plate; 10, first electric telescopic rod; 11, mounting frame; 12, conveying plate; 13, slide; 14, first motor; 15, first threaded rod; 16, housing; 17, second motor; 18, second threaded rod; 19, push block; 20, inkjet printer; 21, fixed seat; 22, second electric telescopic rod; 23, L-shaped push plate; 24, rotating roller; 25, conveyor belt; 26, mounting frame; 27, rolling roller; 28, support plate; 29, reinforcement plate; 30, third electric telescopic rod; 31, push cover; 32, push roller; 33, fourth electric telescopic rod; 34, mounting seat; 3 5. Slide bar; 36. Arrangement plate; 37. Inclined guide plate; 38. Spring; 39. First electromagnetic plate; 40. Vertical slide rail; 41. Horizontal slide rail; 42. Pick-and-place machine; 43. Document box; 44. Third motor; 45. Third threaded rod; 46. Moving seat; 47. Moving plate; 48. Fifth electric telescopic rod; 49. Pick-and-place plate; 50. Second camera; 51. Second electromagnetic plate; 52. Fourth motor; 53. Second bidirectional screw; 54. First clamping plate; 55. First electric wheel; 56. Second electric wheel; 57. Fourth electromagnetic plate; 58. Drive seat; 59. Fifth motor; 60. First bidirectional screw; 61. Second clamping plate; 62. Third electric wheel; 63. Storage frame; 64. Closing plate; 65 Observation window; 66. Third electromagnetic plate. DETAILED DESCRIPTION

[0039] The following are specific embodiments of the present invention and the accompanying drawings to further describe the technical solution of the present invention, but the present invention is not limited to these embodiments.

[0040] like Figure 1-Figure 10As shown, the enterprise financial and file integrated digital management system based on artificial intelligence includes a digital management platform and a table 2. The digital management platform is connected to an information input unit, a text update unit, a storage management unit, an intelligent retrieval unit, a document version control module, and a permission allocation unit; The information input unit includes a data scanning device 5 and a first camera, which is used to collect corporate financial data and archive information, and scan and convert paper materials into digital format for storage and management; The text updating unit includes a printing mechanism 4 and a binding mechanism 6, which are used to print, update and replace damaged paper sheets of paper documents, and to sort and bind them; The storage management unit includes a storage cabinet 1 for storing and managing paper documents; The intelligent pick-and-place unit includes a pick-and-place machine 42, which is used to transfer the documents sorted and bound by the text update unit to the storage management unit for storage, and is used to automatically search and pick up the documents when searching for documents later; The authority allocation unit is used to classify the storage of documents and allocate authority to the classified documents according to the level of personnel; Document version control module, used to track and manage different versions of financial data and archival information, and record modification history information; The table body 2 is provided with an intelligent control terminal 3, the digital management platform is provided in the intelligent control terminal 3, the printing mechanism 4, the data scanning device 5, and the binding mechanism 6 are all placed on the table body 2, the binding mechanism 6 includes a base, the upper front part of the base is symmetrically fixed with vertical plates 8, a horizontal plate 9 is fixed between the two vertical plates 8, a plurality of first electric telescopic rods 10 are fixed on the horizontal plate 9, the lower end of the first electric telescopic rod 10 is fixed with a mounting frame 11, the interior of the mounting frame 11 is rotatably connected with two groups of rotating rollers 24, each group of rotating rollers 24 is provided with A conveyor belt 25 is arranged, a rotating motor for driving a rotating roller 24 is fixed on the mounting frame 11, a plurality of mounting frames 26 are fixed on the periphery of the conveyor belt 25, a rolling roller 27 is rotatably connected to the mounting frame 26, a heating rod is arranged inside the rolling roller 27, the two groups of rotating rollers 24 rotate in opposite directions, a second electric telescopic rod 22 is fixed on the horizontal plate 9, a binding machine is fixed at the lower end of the second electric telescopic rod 22, a conveying plate 12 is slidably connected to the base, a loading mechanism is arranged on the rear side of the base, and finishing components are arranged on the opposite surfaces of the two vertical plates 8.

[0041] The working principle of the present invention is: when working, a paper document is placed in a data scanning mechanism for scanning, and the scanned data is sent to a digital management platform. At the same time, the first camera is used to photograph the paper integrity of the paper document, and the digital management platform is used to analyze it. If it is found that the paper document has been damaged or has other problems that are not conducive to storage, the printing mechanism 4 of the text update unit is controlled to reprint the document. After the scanning is completed, the updated paper documents are placed on the conveying plate 12 one by one, and the first electric telescopic rod 10 is used to drive the installation frame 11 to descend, and the heating rod and the rotating motor are turned on at the same time. , so that the rolling roller 27 rolls on the paper document to flatten the paper document. Since the two sets of rotating rollers 24 rotate in opposite directions, not only can the rolling and flattening effect be improved, but also the paper document can be prevented from moving during the rolling process, thereby reducing the difficulty of the work. At the same time, the sorting unit is used to sort the documents to make the documents neat. After all documents of the same batch are sorted, the conveying plate 12 is used to send the paper documents to the bottom of the binding machine, and the binding machine is used for binding. Then, the paper documents are sent to the loading mechanism for boxing. After the boxing is completed, the pick-and-place machine 42 is used to send the document box 43 to the storage cabinet 1 for storage.

[0042] A support plate 28 is fixed in the installation frame 11 . The support plate 28 is located at the inner periphery of the conveyor belt 25 . Reinforcement plates 29 are fixed to the upper and lower surfaces of the support plate 28 . The two reinforcement plates 29 respectively contact the upper and lower sides of the inner periphery of the conveyor belt 25 .

[0043] By adopting the above mechanism, when the rolling roller 27 rolls the paper document, the support plate 28 and the reinforcement plate 29 can be used to support the conveyor belt 25, so that when the rolling roller 27 is under pressure, the conveyor belt 25 will not be deformed. This not only protects the conveyor belt 25, but also ensures the effect of rolling the paper document.

[0044] A slide groove 13 is provided on the bottom plate 7, and the conveying plate 12 is slidably connected to the slide groove 13. The upper surface of the conveying plate 12 is flush with the upper surface of the bottom plate 7. A first motor 14 is fixed in the slide groove 13, and a first threaded rod 15 is fixed to the output end of the first motor 14. The first threaded rod 15 is threadedly connected to the conveying plate 12. A groove is provided on the upper side of one end of the first conveying plate 12 close to the loading mechanism, and a lower pushing component is arranged in the groove.

[0045] The loading mechanism includes a shell 16, a printer 20 is fixed to the rear side of the shell 16, a push groove is provided on both the front and rear sides of the shell 16, a second motor 17 is fixed inside the push groove, a second threaded rod 18 is fixed to the output shaft end of the second motor 17, a push block 19 is threadedly connected to the second threaded rod 18, a second electric telescopic rod 22 is fixed to the push block 19, an L-shaped push plate 23 is fixed to the second electric telescopic rod 22, a fixed seat 21 is fixed to the right end of the shell 16, and an upper push assembly is provided on the lower side of the fixed seat 21.

[0046] With the above structure, after the document binding is completed, the first motor 14 rotates to drive the first threaded rod 15 to rotate, so that the conveying plate 12 delivers the document to the entrance of the shell 16, and at the same time, the document box 43 is sent in from the rear end of the shell 16, and then the document box 43 is pushed to the right through the cooperation of the second electric telescopic rod 22 and the second motor 17. After being pushed to the specified position, the document is sent into the document box 43 by the lower pushing assembly and the upper pushing assembly to complete the document boxing operation. After the boxing is completed, according to the type of document, the inkjet printer 20 is used to perform inkjet printing on the document box 43, which is convenient for later retrieval and search, and the whole process has a high degree of automation.

[0047] The upper pushing assembly and the lower pushing assembly have the same structure. The lower pushing assembly includes a third electric telescopic rod 30, which is fixedly connected to the groove. A pushing cover 31 is fixed on the third electric telescopic rod 30. A plurality of pushing rollers 32 are rotatably connected to the pushing cover 31. Two pushing motors are fixed on the pushing cover 31. The output shaft ends of the two pushing motors are fixedly connected to the pushing rollers 32 located at the left and right ends, respectively.

[0048] With the above structure, after the document moves to the entrance of the shell 16, the third electric telescopic rod 30 drives the push cover 31 to move, so that the upper and lower sides of the end of the document are lifted and squeezed by the push roller 32, thereby reducing the thickness of the end of the document, and then the push motor is turned on, and the push roller 32 rotates, so that the document moves to the document box 43. The setting of this structure can reduce the difficulty of feeding the document into the document box 43, and the paper placed at the end of the document is scattered and difficult to enter the document box 43.

[0049] The fourth electric telescopic rod 33 of the sorting component, the telescopic end of the fourth electric telescopic rod 33 is fixed with a mounting seat 34, a sliding cavity is opened on the outer side of the mounting seat 34, a sorting plate 36 is slidably connected in the sliding cavity, a sliding rod 35 is fixed on the sorting plate 36, the sliding rod 35 is slidably connected to the mounting seat 34, a spring 38 is fixed between the sorting plate 36 and the mounting seat 34, first electromagnetic plates 39 are installed on the opposite sides of the sorting plate 36 and the mounting seat 34, and an inclined guide plate 37 is fixed on the upper side of the sorting plate 36.

[0050] With the above structure, when working, according to the width of the paper, the fourth electric telescopic rod 33 drives the mounting seat 34 and the sorting plate 36 to move, so that the two sorting plates 36 are slowly attached to the two sides of the paper document, and the first electromagnetic plate 39 is turned on at the same time, so that the sorting plate 36 produces a small vibration. Through the vibration and pushing of the sorting plate 36, the side of the document is neat and the sorting effect is good, which is convenient for subsequent binding operations. The timing of sorting can be adjusted according to the degree of rolling, and the rolling effect can be improved by cooperating with the rolling roller 27. The setting of the inclined guide plate 37 can make the mounting frame 11 cooperate with the inclined guide plate 37 when the rolling roller 27 descends, so that the sorting plate 36 is avoided by the rolling roller 27 to prevent the rolling operation from being affected.

[0051] Vertical slide rails 40 are fixed to the left and right sides of the front side of the storage cabinet 1, and a plurality of transverse slide rails 41 are fixed to the front side of the storage cabinet 1. A second electric wheel 56 is fixed to the lower end of the pick-and-place machine 42. A first walking mechanism cooperating with the vertical slide rail 40 is provided on the pick-and-place machine 42. A second walking mechanism cooperating with the transverse slide rail 41 is provided on the pick-and-place machine 42. Moving grooves are provided on the upper and lower sides of the interior of the pick-and-place machine 42. A third motor 44 is fixed to the interior of the moving groove. A third threaded rod 45 is fixed to the output shaft end of the third motor 44. A moving seat 46 is fixed to the third threaded rod 45. 6. A moving plate 47 is fixed on the moving seat 46, a fifth electric telescopic rod 48 is fixed on the moving plate 47, a pick-up and placement plate 49 is fixed on the fifth electric telescopic rod 48, a second electromagnetic plate 51 is fixed in the pick-up and placement plate 49, a second rear camera 50 is embedded in the pick-up and placement plate 49, a plurality of document boxes 43 are plugged into the storage cabinet 1, the document boxes 43 include a closing plate 64 and a storage frame 63, the closing plate 64 is fixedly connected to the storage frame 63, an observation window is fixed in the middle of the closing plate 64, and a plurality of third electromagnetic plates 65 observation windows are fixed on the right side of the closing plate 64; 66 and a sealing ring.

[0052] With the above structure, after the document is loaded into the document box 43, the document box 43 is sent to the pick-and-place machine 42, and is adsorbed and fixed by the second electromagnetic plate 51. The pick-and-place machine 42 moves to the storage cabinet 1 according to the allocation of the digital management platform, and then moves to the corresponding height on the vertical slide rail 40 by the first walking mechanism, and then moves horizontally on the storage cabinet 1 by the second walking mechanism. When the pick-and-place machine 42 moves to the storage port specified by the storage cabinet 1, the pick-and-place plate 49 is driven to move outward by the fifth electric telescopic rod 48, so that the document box 43 enters the storage cabinet 1, and the third electromagnetic plate 51 is turned on at the same time. Plate 65 is an observation window; 66, so that the document box 43 is stably connected to the storage cabinet 1 to ensure the safety of document storage. When the corresponding document needs to be taken out, the first walking mechanism and the second walking mechanism can be used to move to the specified position of the storage cabinet 1, and the second camera 50 can be used to check the inkjet code on the document box 43. Then, through the cooperation of the third motor 44 and the second electromagnetic plate 51, the document box 43 can be taken out and sent to the corresponding position. The setting of this structure improves the convenience of taking and placing documents, and makes the storage cabinet 1 not subject to height restrictions, thereby improving the scope of application.

[0053] The first walking mechanism includes a driving seat 58, a fifth motor 59 is fixed inside the driving seat 58, a first bidirectional screw 60 is fixed to the output shaft end of the fifth motor 59, two second clamping plates 61 are threadedly connected to the first bidirectional screw 60, a third electric wheel 62 is arranged on the second clamping plate 61, a fourth electromagnetic plate 57 is fixed to the vertical slide rail 40, the second walking mechanism includes a driving groove provided on the pick-and-place machine 42, a fourth motor 52 is fixed in the driving groove, a second bidirectional screw 53 is fixed to the output shaft end of the fourth motor 52, a first clamping plate 54 is threadedly connected to the second bidirectional screw 53, a sixth electric telescopic rod is fixed to the end of the first clamping plate 54, a wheel plate is fixed to the telescopic end of the sixth electric telescopic rod, and a first electric wheel 55 is fixed to the opposite surface of the wheel plate.

[0054] With the above structure, after the third electric wheel 62 enters the vertical slide rail 40, the second clamping plate 61 fits with the fourth electromagnetic plate 57, so that the fourth electromagnetic plate 57 magnetically attracts the second clamping plate 61, and at the same time the fifth motor 59 drives the two second clamping plates 61 to move in the opposite direction, so that the third electric wheel 62 is in close contact with the vertical slide rail 40, which can greatly ensure the stability of the pick-and-place machine 42 during movement. When horizontal movement is required, the first electric wheel 55 is moved to the upper and lower sides of the horizontal slide rail 41 through the sixth electric telescopic rod, and then the first clamping plates 54 are driven to approach each other through the fourth motor 52, so that the first electric wheel 55 clamps the horizontal slide rail 41, thereby performing stable movement.

[0055] The information entry unit enters data in the following ways: using the data scanning device 5 to scan paper files and financial documents to generate image files, and using OCR technology to convert the scanned image files into editable text files; directly importing existing electronic document data from databases, emails, and ERP systems; and directly extracting and organizing chat records from chat software.

[0056] When the digital management platform classifies and organizes documents, it adds metadata to the digitized documents, marking the document type, creation date and author. If obvious errors are found in the document, they will be automatically corrected and checked with the corresponding author. After storage, the data will be backed up regularly and a data recovery mechanism will be established.

[0057] The working principle of the present invention is as follows: during operation, a paper document is placed in a data scanning mechanism for scanning, and the scanned data is sent to a digital management platform. At the same time, a first camera is used to photograph the paper integrity of the paper document, and the digital management platform is used to analyze the paper document. If it is found that the paper document has been damaged or has other problems that are not conducive to storage, the printing mechanism 4 of the text update unit is controlled to reprint the document. After the scanning is completed, the updated paper documents are placed one by one on the conveying plate 12, and the first electric telescopic rod 10 is used to drive the installation frame 11 to descend. At the same time, the heating rod and the rotating motor are turned on to make the rolling roller 27 move on the paper document. The two sets of rotating rollers 24 rotate in opposite directions, which not only improves the rolling and leveling effect, but also prevents the paper documents from moving during the rolling process, thereby reducing the difficulty of the work. At the same time, according to the width of the paper, the fourth electric telescopic rod 33 drives the mounting seat 34 and the sorting plate 36 to move, so that the two sorting plates 36 are slowly attached to the two sides of the paper document, and the first electromagnetic plate 39 is turned on at the same time, so that the sorting plate 36 produces a small vibration. Through the vibration and pushing of the sorting plate 36, the side of the document is neat, the sorting effect is good, and the subsequent binding operation is convenient. The timing of sorting can be adjusted according to the degree of rolling. After all the documents of the same batch are sorted, the paper documents are sent to the bottom of the binding machine by the conveying plate 12, and the binding machine is used for binding. After the document is bound, the first motor 14 rotates to drive the first threaded rod 15 to rotate, so that the conveying plate 12 sends the document to the entrance of the shell 16, and the document box 43 is sent in from the rear end of the shell 16, and then the document box 43 is pushed to the right by the cooperation of the second electric telescopic rod 22 and the second motor 17. After being pushed to the specified position, the document is sent into the document box 43 by the lower pushing assembly and the upper pushing assembly to complete the document boxing operation. After the box is completed, the inkjet printer 20 is used to perform inkjet printing on the document box 43 according to the type of document. After the document is loaded into the document box 43, the document box 43 is sent to the pick-and-place machine 42 and fixed by adsorption through the second electromagnetic plate 51. The pick-and-place machine 42 moves to the storage cabinet 1 according to the allocation of the digital management platform, and then moves to the corresponding height on the vertical slide rail 40 by the first walking mechanism, and then moves horizontally on the storage cabinet 1 by the second walking mechanism. When the pick-and-place machine 42 moves to the storage port specified by the storage cabinet 1, the pick-and-place plate 49 is driven to move outward by the fifth electric telescopic rod 48, so that the document box 43 enters the storage cabinet 1, and the observation window of the third electromagnetic plate 65 is opened at the same time;66, so that the document box 43 is stably connected to the storage cabinet 1, ensuring the safety of document storage. When the corresponding document needs to be taken out, the first walking mechanism and the second walking mechanism can be used to move to the position specified by the storage cabinet 1, and the second camera 50 can be used to check the inkjet code on the document box 43, and then the third motor 44 and the second electromagnetic plate 51 can be used to take out the document box 43 and send it to the corresponding position. ;

[0058] In summary, through the setting of units such as the text update unit, the storage management unit, and the intelligent retrieval and placement unit, the paper document can be automatically processed, the work efficiency can be improved, and the storage time limit of the paper document can be increased.

[0059] The specific embodiments described herein are merely examples of the spirit of the present invention. Those skilled in the art may make various modifications or additions to the specific embodiments described or replace them in similar ways, but they will not deviate from the spirit of the present invention or exceed the scope defined by the appended claims.

Claims

1. An integrated digital management system for enterprise finance and archives based on artificial intelligence, comprising a digital management platform and a desktop (2), characterized in that: The digital management platform is communicatively connected with an information input unit, a text update unit, a storage management unit, an intelligent access unit, a document version control module, and a permission allocation unit; The information input unit includes a data scanning device (5) and a first camera, which is used to collect corporate financial data and archive information, scan paper materials and convert them into digital format for storage and management; The text updating unit comprises a printing mechanism (4) and a binding mechanism (6), which are used to print, update and replace damaged paper sheets of paper documents, and to sort and bind them; The storage management unit comprises a storage cabinet (1) for storing and managing paper documents; The intelligent pick-and-place unit comprises a pick-and-place machine (42) for transferring the documents sorted and bound by the text updating unit to the storage management unit for storage, and for automatically searching for and picking up the documents when searching for the documents later; The authority allocation unit is used to classify the storage of documents and allocate authority to the classified documents according to the level of personnel; Document version control module, used to track and manage different versions of financial data and archival information, and record modification history information; The table body (2) is provided with an intelligent control terminal (3), the digital management platform is provided in the intelligent control terminal (3), the printing mechanism (4), the data scanning device (5), and the binding mechanism (6) are all placed on the table body (2), the binding mechanism (6) comprises a base, a vertical plate (8) is fixed symmetrically on the upper front part of the base, a horizontal plate (9) is fixed between the two vertical plates (8), a plurality of first electric telescopic rods (10) are fixed on the horizontal plate (9), a mounting frame (11) is fixed at the lower end of the first electric telescopic rod (10), and two groups of rotating rollers (24) are rotatably connected inside the mounting frame (11), and each group of rotating rollers (2 4) are provided with a conveyor belt (25), a rotating motor for driving a rotating roller (24) is fixed on the mounting frame (11), a plurality of mounting frames (26) are fixed on the periphery of the conveyor belt (25), a rolling roller (27) is rotatably connected to the mounting frame (26), a heating rod is arranged inside the rolling roller (27), the two sets of rotating rollers (24) rotate in opposite directions, a second electric telescopic rod (22) is fixed on the horizontal plate (9), a binding machine is fixed at the lower end of the second electric telescopic rod (22), a conveying plate (12) is slidably connected to the base, a loading mechanism is arranged on the rear side of the base, and a sorting component is arranged on the opposite sides of the two vertical plates (8).

2. According to the artificial intelligence-based enterprise financial and file integrated digital management system according to claim 1, it is characterized in that: A support plate (28) is fixed inside the installation frame (11), the support plate (28) is located on the inner periphery of the conveyor belt (25), and reinforcing plates (29) are fixed on the upper and lower surfaces of the support plate (28), and the two reinforcing plates (29) respectively contact the upper and lower sides of the inner periphery of the conveyor belt (25).

3. According to the artificial intelligence-based enterprise financial and file integrated digital management system of claim 1, it is characterized by: The bottom plate (7) is provided with a slide groove (13), the conveying plate (12) is slidably connected to the slide groove (13), the upper surface of the conveying plate (12) is flush with the upper surface of the bottom plate (7), a first motor (14) is fixed in the slide groove (13), a first threaded rod (15) is fixed at the output end of the first motor (14), the first threaded rod (15) is threadedly connected to the conveying plate (12), a groove is provided on the upper side of one end of the first conveying plate (12) close to the loading mechanism, and a lower pushing component is arranged in the groove.

4. According to claim 3, the enterprise financial and file integrated digital management system based on artificial intelligence is characterized in that: The loading mechanism comprises a housing (16), a printer (20) is fixed to the rear side of the housing (16), a push groove is provided on both the front and rear sides of the housing (16), a second motor (17) is fixed to the push groove, a second threaded rod (18) is fixed to the output shaft end of the second motor (17), a push block (19) is threadedly connected to the second threaded rod (18), a second electric telescopic rod (22) is fixed to the push block (19), an L-shaped push plate (23) is fixed to the second electric telescopic rod (22), a fixing seat (21) is fixed to the right end of the housing (16), and an upper push assembly is provided on the lower side of the fixing seat (21).

5. According to claim 4, the enterprise financial and file integrated digital management system based on artificial intelligence is characterized in that: The upper pushing assembly and the lower pushing assembly have the same structure, the lower pushing assembly comprising a third electric telescopic rod (30), the third electric telescopic rod (30) being fixedly connected to the groove, a pushing cover (31) being fixedly connected to the third electric telescopic rod (30), a plurality of pushing rollers (32) being rotatably connected to the pushing cover (31), two pushing motors being fixedly connected to the pushing cover (31), and the output shaft ends of the two pushing motors being fixedly connected to the pushing rollers (32) located at the left and right ends, respectively.

6. According to the artificial intelligence-based enterprise financial and file integrated digital management system of claim 1, it is characterized by: The arranging component comprises a fourth electric telescopic rod (33), a mounting seat (34) being fixed to the telescopic end of the fourth electric telescopic rod (33), a sliding cavity being provided on the outer side of the mounting seat (34), a arranging plate (36) being slidably connected in the sliding cavity, a sliding rod (35) being fixed on the arranging plate (36), the sliding rod (35) being slidably connected to the mounting seat (34), a spring (38) being fixed between the arranging plate (36) and the mounting seat (34), first electromagnetic plates (39) being installed on opposite sides of the arranging plate (36) and the mounting seat (34), and an inclined guide plate (37) being fixed on the upper side of the arranging plate (36).

7. According to the artificial intelligence-based enterprise financial and file integrated digital management system of claim 1, it is characterized by: The storage cabinet (1) is fixed with vertical slide rails (40) on both left and right sides of the front side, and a plurality of transverse slide rails (41) are fixed on the front side of the storage cabinet (1). A second electric wheel (56) is fixed at the lower end of the pick-and-place machine (42). The pick-and-place machine (42) is provided with a first walking mechanism that cooperates with the vertical slide rail (40). The pick-and-place machine (42) is provided with a second walking mechanism that cooperates with the transverse slide rail (41). The pick-and-place machine (42) is provided with a moving groove on both upper and lower sides. A third motor (44) is fixed inside the moving groove. A third threaded rod (45) is fixed to the output shaft end of the third motor (44). A moving seat (46) is fixed on the third threaded rod (45). A moving plate (47) is fixed on the moving seat (46), a fifth electric telescopic rod (48) is fixed on the moving plate (47), a pick-up and placement plate (49) is fixed on the fifth electric telescopic rod (48), a second electromagnetic plate (51) is fixed in the pick-up and placement plate (49), a rear second camera (50) is embedded in the pick-up and placement plate (49), a plurality of document boxes (43) are plugged into the storage cabinet (1), the document boxes (43) include a closing plate (64) and a storage frame (63), the closing plate (64) is fixedly connected to the storage frame (63), an observation window is fixed in the middle of the closing plate (64), and a plurality of third electromagnetic plates (65 observation windows; 66) and sealing rings are fixed on the right side of the closing plate (64).

8. According to the artificial intelligence-based enterprise financial and file integrated digital management system of claim 1, it is characterized by: The first walking mechanism comprises a driving seat (58), a fifth motor (59) is fixed inside the driving seat (58), a first bidirectional screw (60) is fixed to the output shaft end of the fifth motor (59), two second clamping plates (61) are threadedly connected to the first bidirectional screw (60), a third electric wheel (62) is arranged on the second clamping plate (61), and a fourth electromagnetic plate (57) is fixed to the vertical slide rail (40); the second walking mechanism comprises a driving groove provided on the pick-and-place machine (42), a fourth motor (52) is fixed in the driving groove, a second bidirectional screw (53) is fixed to the output shaft end of the fourth motor (52), a first clamping plate (54) is threadedly connected to the second bidirectional screw (53), a sixth electric telescopic rod is fixed to the end of the first clamping plate (54), a wheel plate is fixed to the telescopic end of the sixth electric telescopic rod, and the first electric wheel (55) is fixed to the opposite surface of the wheel plate.

9. The enterprise financial and file integrated digital management system based on artificial intelligence according to claim 1 is characterized in that: The information input unit enters data in the following ways: using a data scanning device (5) to scan paper archives and financial documents to generate image files, and using OCR technology to convert the scanned image files into editable text files; directly importing existing electronic document data from databases, emails, and ERP systems; and directly extracting and organizing chat records from chat software.

10. The enterprise financial and file integrated digital management system based on artificial intelligence according to claim 1 is characterized in that: When the digital management platform classifies and organizes documents, it adds metadata to the digitized documents, marking the document type, creation date and author. If obvious errors are found in the document, it will be automatically corrected and checked with the corresponding author. After storage, the data will be backed up regularly and a data recovery mechanism will be established.

Citation Information

Patent Citations

  • Enterprise financial document integrated digital management system based on artificial intelligence

    CN118863814A

Cited By

  • Hospital administrative data management method and system

    CN120748646A